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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,552 | $56,287-79.5% | $80,977-85.7% | $62,881-81.6% |
| Participation rate | 53.1% | 68.9%-15.9pp | 75.8%-22.7pp | 69.3%-16.2pp |
| Annual return | 18.00% | 22.13%-4.1pp | 17.11%+0.9pp | 20.14%-2.1pp |
| Employer contribution / active EE | $919 | $1,943-52.7% | $3,715-75.3% | $2,281-59.7% |
| Participant deferral / active EE | $3,199 | $4,196-23.8% | $5,696-43.8% | $3,203-0.1% |
| Admin fee / account holder | $300 | $3,742-92.0% | $5,517-94.6% | $4,296-93.0% |